924,933 Shares in Advanced Micro Devices, Inc. $AMD Acquired by AustralianSuper Pty Ltd

Posted by Brian Himes on May 15th, 2026

AustralianSuper Pty Ltd purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 924,933 shares of the semiconductor manufacturer’s stock, valued at approximately $198,084,000. Advanced Micro Devices makes up approximately 0.9% of AustralianSuper Pty Ltd’s holdings, making the stock its 21st largest position.

A number of other hedge funds have also recently added to or reduced their stakes in AMD. Vanguard Group Inc. grew its stake in shares of Advanced Micro Devices by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock valued at $33,949,256,000 after purchasing an additional 2,525,109 shares during the last quarter. State Street Corp lifted its holdings in Advanced Micro Devices by 2.4% during the 3rd quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock worth $11,944,056,000 after buying an additional 1,755,182 shares in the last quarter. Amundi lifted its holdings in Advanced Micro Devices by 17.5% during the 3rd quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock worth $2,181,937,000 after buying an additional 2,012,865 shares in the last quarter. Invesco Ltd. boosted its position in Advanced Micro Devices by 6.5% in the 3rd quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock valued at $2,159,640,000 after buying an additional 813,844 shares during the last quarter. Finally, Legal & General Group Plc increased its stake in shares of Advanced Micro Devices by 1.7% in the 3rd quarter. Legal & General Group Plc now owns 11,579,113 shares of the semiconductor manufacturer’s stock valued at $1,873,385,000 after buying an additional 191,590 shares during the period. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Up 0.9%

Shares of Advanced Micro Devices stock opened at $449.70 on Friday. The business’s 50 day simple moving average is $269.05 and its 200 day simple moving average is $239.23. Advanced Micro Devices, Inc. has a 52-week low of $107.67 and a 52-week high of $469.21. The firm has a market cap of $733.28 billion, a PE ratio of 147.44, a P/E/G ratio of 1.33 and a beta of 2.40. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The business had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same quarter in the prior year, the company posted $0.96 earnings per share. Advanced Micro Devices’s revenue was up 37.8% on a year-over-year basis. On average, analysts predict that Advanced Micro Devices, Inc. will post 6.17 earnings per share for the current fiscal year.

Key Headlines Impacting Advanced Micro Devices

Here are the key news stories impacting Advanced Micro Devices this week:

Positive Sentiment: AMD unveiled new Ryzen PRO 9000 workstation chips with 3D V-Cache, aimed at boosting performance for AI, simulation, and gaming, which could support client and gaming revenue later in 2026. Article: New Ryzen PRO 9000 Offerings Lift AMD’s Client & Gaming: What’s Ahead?
Positive Sentiment: Multiple analysts raised price targets on AMD, including Bank of America’s move to $500 and Mizuho’s hike to $515, reinforcing the view that AI/server demand remains a strong tailwind. Article: Top Bank of America Analyst Raises AMD Stock Price Target – Here’s Why
Positive Sentiment: Recent commentary says AMD is becoming a more important AI infrastructure player, helped by sizable customer wins and strong data-center revenue growth. Article: After AMD’s Blowout Earnings Report, Is This AI Stock About to Enter the $1 Trillion Club?
Positive Sentiment: UBS said AMD and Arm are continuing to gain server market share while Intel loses share, which supports the bull case for AMD’s core data-center business. Article: AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)
Neutral Sentiment: Some analysts remain cautious on valuation, and Northland kept a Market Perform rating even while lifting some earnings estimates, suggesting expectations are already elevated.
Negative Sentiment: Several articles warned that the semiconductor trade may be cooling after a strong run, with profit-taking and broad tech concentration risks potentially pressuring AMD shares.
Negative Sentiment: One market piece flagged technical vulnerability in AMD alongside the broader VanEck Semiconductor ETF, hinting that short-term momentum could be vulnerable if sentiment weakens. Article: Advanced Micro Devices and Rambus Show Signs of Technical Vulnerability. Where Prices Could Be Headed.

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 85,000 shares of the business’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total value of $16,895,450.00. Following the completion of the sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at $625,331,612.62. The trade was a 2.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Mark D. Papermaster sold 31,320 shares of the company’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $350.00, for a total value of $10,962,000.00. Following the completion of the transaction, the executive vice president directly owned 1,236,037 shares in the company, valued at approximately $432,612,950. This represents a 2.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 184,598 shares of company stock worth $49,955,566. 0.50% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts have weighed in on AMD shares. BTIG Research raised Advanced Micro Devices to a “buy” rating in a report on Wednesday, May 6th. Phillip Securities upgraded shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 8th. DA Davidson boosted their price target on shares of Advanced Micro Devices from $375.00 to $425.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Benchmark increased their price objective on shares of Advanced Micro Devices from $325.00 to $485.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Finally, The Goldman Sachs Group raised shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and raised their price objective for the company from $240.00 to $450.00 in a research note on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $396.95.

View Our Latest Research Report on Advanced Micro Devices

About Advanced Micro Devices

(Free Report)

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.